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Find The Best Financial Advisors in Charlotte, North Carolina

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Charlotte, North Carolina

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Charlotte, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 289 non-vetted financial advisors in Charlotte, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Charlotte, North Carolina have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Charlotte, North Carolina

advisor-photo

Charles Jones

Wells Fargo Advisors

301 S. College St.
Suite 150

Charlotte, NC 28202

704-348-9535

advisor-photo

Tony Montanari

ACM Wealth Management

1927 S. Tryon Street
Suite 205

Charlotte, NC 28203

877-707-5429

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Alex Calott and Austin Powell

Blue Financial

5970 Fairview Road Suite 712

Charlotte, NC 28210

704-302-1141

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Granville Washington

Merrill Lynch

620 South Tryon Street

Charlotte, NC 28213

980-384-8247

Top Financial Advisor Firms in Charlotte, North Carolina (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
BARINGS LLC
300 S. Tryon Street, Suite 2500
Charlotte, NC, 28202
106006 $307,360,918,170 329 A percentage of AUM, Fixed fees, Performance Based
STERLING CAPITAL MANAGEMENT LLC
4350 Congress Street, Suite 1000
Charlotte, NC, 28209
135405 $75,308,954,284 3914 A percentage of AUM, Fixed fees, Performance Based
WELLS FARGO INVESTMENT INSTITUTE, INC.
401 South Tryon Street, 2nd Floor, Mac D1050-026
Charlotte, NC, 28202
133204 $51,248,339,997 16271 A percentage of AUM, Fixed fees
ALIGHT FINANCIAL ADVISORS, LLC
4828 Parkway Plaza Blvd, Suite 100
Charlotte, NC, 28217
158744 $32,116,659,131 232157 A percentage of AUM, Fixed fees, Other (SET-UP FEES AND RELATED SERVICES)
GLOBAL ENDOWMENT MANAGEMENT, LP
224 W Tremont Avenue,
Charlotte, NC, 28203
157772 $13,167,403,572 29 A percentage of AUM, Fixed fees, Performance Based
ALUMINA INVESTMENT MANAGEMENT
6302 Fairview Road, Suite 520
Charlotte, NC, 28210
164273 $10,679,533,797 2 Fixed fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL)
WEDGE CAPITAL MANAGEMENT LLP
301 South College Street, #3800
Charlotte, NC, 28202-6002
106234 $10,186,000,000 263 A percentage of AUM
INDEPENDENT ADVISOR ALLIANCE, LLC
11215 N. Community House Rd., Ste. 775
Charlotte, NC, 28277
168267 $9,830,340,002 39278 A percentage of AUM, Hourly charges, Fixed fees
ADHESION WEALTH ADVISOR SOLUTIONS
5925 Carnegie Blvd, Suite 500
Charlotte, NC, 28209
143593 $9,544,246,102 30687 A percentage of AUM
RIDGEMONT PARTNERS MANAGEMENT, LLC
101 S. Tryon Street, Suite 3400
Charlotte, NC, 28280
157421 $6,859,441,271 24 A percentage of AUM, Fixed fees, Performance Based
ASANA PARTNERS, LP
1616 Camden Road, Suite 210
Charlotte, NC, 28203
284477 $6,301,314,460 7 A percentage of AUM, Performance Based
HORIZON INVESTMENTS LLC
6210 Ardrey Kell Road, Ste 300
Charlotte, NC, 28277
109552 $4,045,965,161 4003 A percentage of AUM, Fixed fees
AIG CREDIT MANAGEMENT, LLC
101 S. Tryon St,
Charlotte, NC, 28280
307632 $3,794,948,992 11 A percentage of AUM, Performance Based
PAMLICO CAPITAL
150 N. College Street, Suite 2400
Charlotte, NC, 28202-2397
157532 $3,697,404,704 8 A percentage of AUM, Performance Based
STEELE CREEK INVESTMENT MANAGEMENT LLC
201 South College Street, Suite 1690
Charlotte, NC, 28244
170209 $3,433,019,841 11 A percentage of AUM, Performance Based

Additional Financial Advisors in Charlotte, North Carolina

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Alexandra Naranjo-Myrick - Morgan Stanley
Inquire with Alexandra
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3476
Ash Minor
Inquire with Ash
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3438
Benjamin Horn
Inquire with Benjamin
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3418
Bret Urbanski
Inquire with Bret
4521 Sharon Rd, Ste 300 Charlotte, NC 28211 704-916-6895
Antonich & Associates
Inquire with Antonich
8832 Blakeney Professional Dr, Ste 302 Charlotte, NC 28277 704-944-2080
Andy Young
Inquire with Andy
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3412
Brandon Whelan
Inquire with Brandon
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-571-3224
Brian C Battle
Inquire with Brian
6100 Fairview Rd, Ste 1105 Charlotte, NC 28210 704-556-9250
Brolen Davis
Inquire with Brolen
8832 Blakeney Professional Drive, Suite 200 Charlotte, NC 28277 704-441-3300
Bradley Thompson
Inquire with Bradley
6805 Morrison Blvd, Ste 400 Charlotte, NC 28211 704-442-3490

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